Diversify Advisory Services, LLC Managed Portfolio Ser Tortoise Transaction History
Diversify Advisory Services, LLC
- $1.81 Trillion
- Q4 2024
A detailed history of Diversify Advisory Services, LLC transactions in Managed Portfolio Ser Tortoise stock. As of the latest transaction made, Diversify Advisory Services, LLC holds 11,160 shares of TPYP stock, worth $410,687. This represents 0.02% of its overall portfolio holdings.
Number of Shares
11,160
Previous 13,739
18.77%
Holding current value
$410,687
Previous $451 Million
14.02%
% of portfolio
0.02%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding TPYP
# of Institutions
117Shares Held
16.5MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.21MShares$118 Million0.01% of portfolio
-
Arvest Trust CO N A Rogers, AR2.03MShares$74.9 Million3.87% of portfolio
-
Arvest Bank Trust Division Dewey, OK1.35MShares$49.7 Million2.44% of portfolio
-
Magnus Financial Group LLC New York, NY833KShares$30.6 Million2.82% of portfolio
-
Traphagen Investment Advisors LLC Oradell, NJ737KShares$27.1 Million2.89% of portfolio